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Client Relationship Manager III (Commercial Loan Officer III) at United Business Bank
San Francisco, California, United States - Full Time
Skills Needed
Strong Oral Communication, Strong Written Communication, Strong Math Skills, Strong Interpersonal Skills, Business Development Techniques, Cross Selling Skills, Credit Request Analysis, Organizational Skills, Personal Computer Skills, Professional Appearance
Specialization
Candidates should have a Bachelor's Degree in Business or a related field and a minimum of 8 years of experience in the financial services industry. Knowledge of banking operations and strong communication and analytical skills are essential.
Experience Required
Minimum 10 year(s)
Loan Service Specialist I at United Business Bank
Walnut Creek, California, United States - Full Time
Skills Needed
Communication Skills, Professional Appearance, Strong Math Skills, Time Management Skills, Microsoft Office, Excel, Office Equipment Operation
Specialization
Candidates should have a high school diploma or equivalent, with some college or relevant training preferred. Basic understanding of banking regulations and office experience is required, with loan servicing or banking support preferred.
Commercial Underwriter II at United Business Bank
Irvine, California, United States - Full Time
Skills Needed
Communication, Math Skills, Interpersonal Skills, Business Development Techniques, Cross Selling Skills, Credit Analysis, Loan Documentation, Organizational Skills, Microsoft Word, Microsoft Excel
Specialization
Candidates must have a Bachelor's Degree in Math, Business, or a related field, along with a minimum of 5 years of experience in lending at a financial institution. Strong communication, math, and interpersonal skills are essential.
Experience Required
Minimum 5 year(s)
Relationship Director - Healthcare at Lloyds Banking Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Corporate Banking, Healthcare Sector, Relationship Management, Business Origination, Client Relationships, Credit Experience, Risk Evaluation, Legal Documentation, Negotiation Skills, Esg Strategies, Market Insight, Networking, Team Leadership, Client Value, Strategic Partnerships, Personal Development
Specialization
Prior experience in corporate or commercial banking with a specialization in healthcare is essential. Candidates should be proactive in developing relationships and have strong business origination experience.
Experience Required
Minimum 5 year(s)
e-Commerce Sales Manager at Volvo San Jose AutoNation at United Fidelity Bank
, , United States - Full Time
Skills Needed
Leadership, Strategic Thinking, People Development, Customer Experience, Communication Skills, Interpersonal Skills, Organization Skills, Follow Up Skills, Technology Proficiency
Specialization
Candidates must have a high school diploma and proven success in eCommerce automotive sales. Strong leadership, communication, and organizational skills are essential for this role.
Experience Required
Minimum 5 year(s)
Service Porter at Honda Roseville AutoNation at United Fidelity Bank
Roseville, California, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Interpersonal Skills, Vehicle Maintenance, Driving Skills, Attention To Detail, Machinery Safety
Specialization
A high school diploma or equivalent is required, along with 6-12 months of previous work experience preferred. Candidates must have a valid driver's license and the ability to drive manual transmission vehicles.
Service Porter at BMW of Fremont AutoNation at United Fidelity Bank
Fremont, California, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Interpersonal Skills, Vehicle Maintenance, Driving Skills, Attention To Detail, Safety Awareness
Specialization
A high school diploma or equivalent is required, along with 6-12 months of previous work experience preferred. Candidates must have effective communication skills and a valid driver's license.
Contact Centre Marketer Sales and Service-1 at FirstRand Bank India
Bellville, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Problem Solving, Analytical Skills, Negotiation Skills, Communication Skills, Teamwork, Digital Sales, Asset Based Finance, Financial Statements, Performance Improvement, Operational Excellence, Governance Compliance, Cost Efficiency, Self Motivation, Inclusivity
Specialization
Candidates should have a minimum NQF5 qualification and at least 3 years of experience in banking, marketing, and sales. A strong understanding of asset-based finance and a proven sales track record are essential.
Experience Required
Minimum 2 year(s)
Senior Portfolio Manager at Central Pacific Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Credit Underwriting, Risk Management, Portfolio Management, Financial Analysis, Loan Syndications, Direct Lending, Interest Rate Hedging, Structured Credit, Communication, Team Leadership, Customer Interaction, Problem Solving, Documentation, Mentoring, Market Trends Analysis, Credit Quality Management
Specialization
A Bachelor’s Degree in Finance or a related field is required, along with 8+ years of experience in commercial lending. Successful completion of a Bank-sponsored Credit Training Program is preferred.
Experience Required
Minimum 10 year(s)
Intermediate Android Developer- RBCx Ventures (Dr. Bill) at Royal Bank of Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Application Development, Application Integrations, Applications Architecture, Emerging Technologies, Enterprise Application Delivery, Group Problem Solving, Mobile Applications, Programming Languages, Technical Excellence
Specialization
Candidates should have experience in application development and integrations, as well as a strong understanding of mobile applications and programming languages. Technical excellence and the ability to solve problems in a group setting are also essential.
Experience Required
Minimum 2 year(s)
Brands, Marketing and Experience Internship - Halifax at Lloyds Banking Group
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Insight Driven, Brand Savvy, Creative, Strategic, Digitally Confident, Collaborative, Analytical, Curiosity, Marketing, Customer Experience
Specialization
Candidates must be in their penultimate year at university and demonstrate a genuine interest in marketing and customer experience. Strong analytical skills and a willingness to learn new digital tools are essential.
Senior Manager Control Office at Lloyds Banking Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Operational Expertise, Control Management, Risk Management, Data Driven Decision Making, Collaboration, Process Mapping, Automation, Problem Solving, Cloud Solutions, Control Framework, Continuous Improvement, Reporting, Data Insights, Stakeholder Engagement, Technical Control Capabilities
Specialization
The ideal candidate will have extensive operational expertise in infrastructure and cloud solutions, along with experience in data-driven control management. Strong decision-making skills and the ability to collaborate across teams are essential.
Experience Required
Minimum 5 year(s)
Customer Services Major Initiatives – Senior Manager at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Operational Change, Program Management, Market Trends, Emerging Technologies, Customer Service, Ai Utilization, Innovation, Communication, Agile Leadership, Financial Services, Regulatory Landscape, Problem Solving, Adaptability, Team Leadership, Strategic Planning, Stakeholder Engagement
Specialization
Candidates should have extensive experience in managing large-scale change within financial services and be skilled in navigating complex programs. A strong understanding of market trends and the ability to generate innovative ideas for operational efficiency is essential.
Experience Required
Minimum 10 year(s)
Customer Services Major Initiatives – Senior Manager at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Operational Change, Program Management, Market Trends, Emerging Technologies, Customer Service, Ai Utilization, Innovation, Communication, Agile Leadership, Financial Services, Regulatory Knowledge, Problem Solving, Adaptability, Idea Generation, Prototyping, Delivery Coordination
Specialization
Candidates should have experience in embedding large-scale change within financial services and managing complex programs. Skills in market trend analysis, innovative idea generation, and the ability to work with executive leaders are essential.
Experience Required
Minimum 5 year(s)
Future Financial Wellbeing Internship - Edinburgh at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Critical Thinking, Collaboration, Data Analysis, Customer Centricity, Commercial Strategy, Technology Understanding, Resilience, Humility, Inquisitiveness, Business Acumen
Specialization
Candidates must be in their penultimate year at university and demonstrate knowledge and skills relevant to the role. Visa sponsorship is not available for this position.
Consumer Relationships Internship - Leeds at Lloyds Banking Group
, , United Kingdom - Full Time
Skills Needed
Data Literacy, Product Knowledge, Customer Focus, Commercial Awareness, Strategic Thinking, Ai Tools, Digital Design, Customer Journey Mapping, Service Design, Customer Strategy, Fraud Prevention, Proposition Development, Collaboration, Sustainability, Inclusion, Learning And Development
Specialization
Candidates must be in their penultimate year at university and demonstrate sound knowledge and technical skills aligned to the role. Visa sponsorship is not available for this position.
Brands, Marketing and Experience Internship - Edinburgh at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Data Analysis, Brand Management, Campaign Design, Customer Experience, Digital Marketing, Collaboration, Creativity, Strategic Thinking, Insight Generation, Marketing Tools, User Experience, Communication, Project Management, Problem Solving, Adaptability, Learning Agility
Specialization
Candidates must be in their penultimate year at university and demonstrate a genuine interest in marketing and customer experience. Strong analytical skills and a willingness to learn new digital tools are also required.
Future Financial Wellbeing Internship - Leeds at Lloyds Banking Group
, , United Kingdom - Full Time
Skills Needed
Critical Thinking, Collaboration, Data Analysis, Customer Centricity, Commercial Strategy, Technology Understanding, Resilience, Humility, Inquisitiveness, Business Acumen
Specialization
Candidates must be in their penultimate year at university and demonstrate knowledge and skills relevant to the role. Visa sponsorship is not available for this position.
Consumer Relationships Internship - Bristol at Lloyds Banking Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Data Literate, Product Savvy, Customer First, Commercially Aware, Strategic Minded, Ai Enabled, Digital Design, Customer Journey Mapping, Service Design, Customer Strategy, Fraud Prevention, Proposition Development, Collaboration, Analytics, Innovation, Sustainability, Inclusion
Specialization
Candidates must be in their penultimate year at university and demonstrate sound knowledge and technical skills aligned to the role. Visa sponsorship is not available for this position.
Actuarial Internship - Edinburgh at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Mathematics, Statistics, Commercial Thinking, Risk Analysis, Data Analysis, Excel, Vba, Python, R, Prophet, Power Bi, Model Building, Communication, Problem Solving, Attention To Detail, Curiosity
Specialization
Candidates should be in their penultimate year at university and demonstrate a strong understanding of technical skills related to the role. No specific degree achievement is required, but a solid knowledge base is recommended.
Client Relationship Manager III (Commercial Loan Officer III) at United Business Bank
San Francisco, California, United States -
Full Time


Start Date

Immediate

Expiry Date

27 Mar, 26

Salary

150000.0

Posted On

27 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Strong Oral Communication, Strong Written Communication, Strong Math Skills, Strong Interpersonal Skills, Business Development Techniques, Cross-Selling Skills, Credit Request Analysis, Organizational Skills, Personal Computer Skills, Professional Appearance

Industry

Banking

Description
Job Details Level: Experienced Job Location: San Francisco 13 - San Francisco, CA 94105 Position Type: Full Time Salary Range: $130,000.00 - $150,000.00 Salary Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: Bachelors Degree in Business or related field. Required Knowledge: Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices. Experience Required: Minimum of 8 years experience in the financial services industry. Skills/Abilities: Strong oral and written communication abilities. Strong math skills. Strong interpersonal skills. Strong business development techniques and cross-selling skills. Ability to identify, analyze and handle credit requests. Good organizational skills. Good personal computer skills, ability to use Word and Excel. Professional appearance, dress and attitude. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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Responsibilities
The Client Relationship Manager III is responsible for developing relationships with prospective clients and analyzing their financial needs. They also provide service to existing client relationships and represent the bank in local organizations.
Client Relationship Manager III (Commercial Loan Officer III) at United Business Bank
San Francisco, California, United States - Full Time
Skills Needed
Strong Oral Communication, Strong Written Communication, Strong Math Skills, Strong Interpersonal Skills, Business Development Techniques, Cross Selling Skills, Credit Request Analysis, Organizational Skills, Personal Computer Skills, Professional Appearance
Specialization
Candidates should have a Bachelor's Degree in Business or a related field and a minimum of 8 years of experience in the financial services industry. Knowledge of banking operations and strong communication and analytical skills are essential.
Experience Required
Minimum 10 year(s)
Loan Service Specialist I at United Business Bank
Walnut Creek, California, United States - Full Time
Skills Needed
Communication Skills, Professional Appearance, Strong Math Skills, Time Management Skills, Microsoft Office, Excel, Office Equipment Operation
Specialization
Candidates should have a high school diploma or equivalent, with some college or relevant training preferred. Basic understanding of banking regulations and office experience is required, with loan servicing or banking support preferred.
Commercial Underwriter II at United Business Bank
Irvine, California, United States - Full Time
Skills Needed
Communication, Math Skills, Interpersonal Skills, Business Development Techniques, Cross Selling Skills, Credit Analysis, Loan Documentation, Organizational Skills, Microsoft Word, Microsoft Excel
Specialization
Candidates must have a Bachelor's Degree in Math, Business, or a related field, along with a minimum of 5 years of experience in lending at a financial institution. Strong communication, math, and interpersonal skills are essential.
Experience Required
Minimum 5 year(s)
Relationship Director - Healthcare at Lloyds Banking Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Corporate Banking, Healthcare Sector, Relationship Management, Business Origination, Client Relationships, Credit Experience, Risk Evaluation, Legal Documentation, Negotiation Skills, Esg Strategies, Market Insight, Networking, Team Leadership, Client Value, Strategic Partnerships, Personal Development
Specialization
Prior experience in corporate or commercial banking with a specialization in healthcare is essential. Candidates should be proactive in developing relationships and have strong business origination experience.
Experience Required
Minimum 5 year(s)
e-Commerce Sales Manager at Volvo San Jose AutoNation at United Fidelity Bank
, , United States - Full Time
Skills Needed
Leadership, Strategic Thinking, People Development, Customer Experience, Communication Skills, Interpersonal Skills, Organization Skills, Follow Up Skills, Technology Proficiency
Specialization
Candidates must have a high school diploma and proven success in eCommerce automotive sales. Strong leadership, communication, and organizational skills are essential for this role.
Experience Required
Minimum 5 year(s)
Service Porter at Honda Roseville AutoNation at United Fidelity Bank
Roseville, California, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Interpersonal Skills, Vehicle Maintenance, Driving Skills, Attention To Detail, Machinery Safety
Specialization
A high school diploma or equivalent is required, along with 6-12 months of previous work experience preferred. Candidates must have a valid driver's license and the ability to drive manual transmission vehicles.
Service Porter at BMW of Fremont AutoNation at United Fidelity Bank
Fremont, California, United States - Full Time
Skills Needed
Customer Service, Communication Skills, Interpersonal Skills, Vehicle Maintenance, Driving Skills, Attention To Detail, Safety Awareness
Specialization
A high school diploma or equivalent is required, along with 6-12 months of previous work experience preferred. Candidates must have effective communication skills and a valid driver's license.
Contact Centre Marketer Sales and Service-1 at FirstRand Bank India
Bellville, Western Cape, South Africa - Full Time
Skills Needed
Sales, Customer Service, Problem Solving, Analytical Skills, Negotiation Skills, Communication Skills, Teamwork, Digital Sales, Asset Based Finance, Financial Statements, Performance Improvement, Operational Excellence, Governance Compliance, Cost Efficiency, Self Motivation, Inclusivity
Specialization
Candidates should have a minimum NQF5 qualification and at least 3 years of experience in banking, marketing, and sales. A strong understanding of asset-based finance and a proven sales track record are essential.
Experience Required
Minimum 2 year(s)
Senior Portfolio Manager at Central Pacific Bank
Honolulu, Hawaii, United States - Full Time
Skills Needed
Credit Underwriting, Risk Management, Portfolio Management, Financial Analysis, Loan Syndications, Direct Lending, Interest Rate Hedging, Structured Credit, Communication, Team Leadership, Customer Interaction, Problem Solving, Documentation, Mentoring, Market Trends Analysis, Credit Quality Management
Specialization
A Bachelor’s Degree in Finance or a related field is required, along with 8+ years of experience in commercial lending. Successful completion of a Bank-sponsored Credit Training Program is preferred.
Experience Required
Minimum 10 year(s)
Intermediate Android Developer- RBCx Ventures (Dr. Bill) at Royal Bank of Canada
Ottawa, Ontario, Canada - Full Time
Skills Needed
Application Development, Application Integrations, Applications Architecture, Emerging Technologies, Enterprise Application Delivery, Group Problem Solving, Mobile Applications, Programming Languages, Technical Excellence
Specialization
Candidates should have experience in application development and integrations, as well as a strong understanding of mobile applications and programming languages. Technical excellence and the ability to solve problems in a group setting are also essential.
Experience Required
Minimum 2 year(s)
Brands, Marketing and Experience Internship - Halifax at Lloyds Banking Group
Halifax, Nova Scotia, Canada - Full Time
Skills Needed
Insight Driven, Brand Savvy, Creative, Strategic, Digitally Confident, Collaborative, Analytical, Curiosity, Marketing, Customer Experience
Specialization
Candidates must be in their penultimate year at university and demonstrate a genuine interest in marketing and customer experience. Strong analytical skills and a willingness to learn new digital tools are essential.
Senior Manager Control Office at Lloyds Banking Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Operational Expertise, Control Management, Risk Management, Data Driven Decision Making, Collaboration, Process Mapping, Automation, Problem Solving, Cloud Solutions, Control Framework, Continuous Improvement, Reporting, Data Insights, Stakeholder Engagement, Technical Control Capabilities
Specialization
The ideal candidate will have extensive operational expertise in infrastructure and cloud solutions, along with experience in data-driven control management. Strong decision-making skills and the ability to collaborate across teams are essential.
Experience Required
Minimum 5 year(s)
Customer Services Major Initiatives – Senior Manager at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Operational Change, Program Management, Market Trends, Emerging Technologies, Customer Service, Ai Utilization, Innovation, Communication, Agile Leadership, Financial Services, Regulatory Landscape, Problem Solving, Adaptability, Team Leadership, Strategic Planning, Stakeholder Engagement
Specialization
Candidates should have extensive experience in managing large-scale change within financial services and be skilled in navigating complex programs. A strong understanding of market trends and the ability to generate innovative ideas for operational efficiency is essential.
Experience Required
Minimum 10 year(s)
Customer Services Major Initiatives – Senior Manager at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Operational Change, Program Management, Market Trends, Emerging Technologies, Customer Service, Ai Utilization, Innovation, Communication, Agile Leadership, Financial Services, Regulatory Knowledge, Problem Solving, Adaptability, Idea Generation, Prototyping, Delivery Coordination
Specialization
Candidates should have experience in embedding large-scale change within financial services and managing complex programs. Skills in market trend analysis, innovative idea generation, and the ability to work with executive leaders are essential.
Experience Required
Minimum 5 year(s)
Future Financial Wellbeing Internship - Edinburgh at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Critical Thinking, Collaboration, Data Analysis, Customer Centricity, Commercial Strategy, Technology Understanding, Resilience, Humility, Inquisitiveness, Business Acumen
Specialization
Candidates must be in their penultimate year at university and demonstrate knowledge and skills relevant to the role. Visa sponsorship is not available for this position.
Consumer Relationships Internship - Leeds at Lloyds Banking Group
, , United Kingdom - Full Time
Skills Needed
Data Literacy, Product Knowledge, Customer Focus, Commercial Awareness, Strategic Thinking, Ai Tools, Digital Design, Customer Journey Mapping, Service Design, Customer Strategy, Fraud Prevention, Proposition Development, Collaboration, Sustainability, Inclusion, Learning And Development
Specialization
Candidates must be in their penultimate year at university and demonstrate sound knowledge and technical skills aligned to the role. Visa sponsorship is not available for this position.
Brands, Marketing and Experience Internship - Edinburgh at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Data Analysis, Brand Management, Campaign Design, Customer Experience, Digital Marketing, Collaboration, Creativity, Strategic Thinking, Insight Generation, Marketing Tools, User Experience, Communication, Project Management, Problem Solving, Adaptability, Learning Agility
Specialization
Candidates must be in their penultimate year at university and demonstrate a genuine interest in marketing and customer experience. Strong analytical skills and a willingness to learn new digital tools are also required.
Future Financial Wellbeing Internship - Leeds at Lloyds Banking Group
, , United Kingdom - Full Time
Skills Needed
Critical Thinking, Collaboration, Data Analysis, Customer Centricity, Commercial Strategy, Technology Understanding, Resilience, Humility, Inquisitiveness, Business Acumen
Specialization
Candidates must be in their penultimate year at university and demonstrate knowledge and skills relevant to the role. Visa sponsorship is not available for this position.
Consumer Relationships Internship - Bristol at Lloyds Banking Group
Bristol, England, United Kingdom - Full Time
Skills Needed
Data Literate, Product Savvy, Customer First, Commercially Aware, Strategic Minded, Ai Enabled, Digital Design, Customer Journey Mapping, Service Design, Customer Strategy, Fraud Prevention, Proposition Development, Collaboration, Analytics, Innovation, Sustainability, Inclusion
Specialization
Candidates must be in their penultimate year at university and demonstrate sound knowledge and technical skills aligned to the role. Visa sponsorship is not available for this position.
Actuarial Internship - Edinburgh at Lloyds Banking Group
City of Edinburgh, Scotland, United Kingdom - Full Time
Skills Needed
Mathematics, Statistics, Commercial Thinking, Risk Analysis, Data Analysis, Excel, Vba, Python, R, Prophet, Power Bi, Model Building, Communication, Problem Solving, Attention To Detail, Curiosity
Specialization
Candidates should be in their penultimate year at university and demonstrate a strong understanding of technical skills related to the role. No specific degree achievement is required, but a solid knowledge base is recommended.
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